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#Salesforce Admin371 diskutieren mit

Hello everyone, 

 

we have a lot of invalid accounts in our system. 

Naturally, our sales team isn't exactly thrilled that when they use the global search to look for a customer, they also get all the invalid accounts suggested to them. 

Nevertheless, these accounts should still be visible in the global search for system administrators and internal staff responsible for data maintenance and history. Is there a (simple) way to do this? Deleting them is not an option. Thank you in advance. 

 

#Data Management  #Salesforce Admin  #Salesforce

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In our Salesforce org, we are seeing the following notification: 

 

 

"Your org stops syncing with Microsoft when Exchange Web Services (EWS) retires starting October 1, 2026."Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?image.png

We checked our Einstein Activity Capture (EAC) settings and noticed that Google G Suite

is currently connected. We do not have a Microsoft Outlook account connected to EAC. 

 

Based on this configuration, we have a couple of questions:

  1. Since our EAC configuration is using Google G Suite, do we still need to upgrade the authentication method from Exchange Web Services (EWS) to Microsoft Graph API?image.png
  2. Since Outlook Integration & Sync is enabled, does this require us to migrate from EWS to Microsoft Graph API even though Google G Suite is the connected account in EAC?image.png
  3. If the Microsoft Graph API upgrade is still required, what is the recommended authentication level/permission level that should be configured for the Salesforce app in Azure?image.pnghttps://help.salesforce.com/s/articleView?id=sales.activity_capture_graph_api.htm&type=5#:~:text=App%20ID%20for%20Microsoft%20Graph%20Authentication 
  4. Is there any impact on our current EAC functionality if we continue using Google G Suite and do not have Microsoft Outlook connected?

I have attached screenshots of our current configuration for reference. 

 

Any guidance from someone who has already handled this EWS retirement transition would be greatly appreciated.

 

#Einstein Activity #Einstein Activities Capture #EAC #Salesforce Admin #Salesforce Developer 

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In our Salesforce org, we are seeing the following notification:

We checked our Einstein Activity Capture (EAC) settings and noticed that Google G Suite is currently connected. We do not have a Microsoft Outlook account connected to EAC.

Based on this configuration, we have a couple of questions:

  1. Since our EAC configuration is using Google G Suite, do we still need to upgrade the authentication method from Exchange Web Services (EWS) to Microsoft Graph API?
  2. Since Outlook Integration & Sync is enabled, does this require us to migrate from EWS to Microsoft Graph API even though Google G Suite is the connected account in EAC?
  3. If the Microsoft Graph API upgrade is still required, what is the recommended authentication level/permission level that should be configured for the Salesforce app in Azure?
  4. Is there any impact on our current EAC functionality if we continue using Google G Suite and do not have Microsoft Outlook connected?

I have attached screenshots of our current configuration for reference. 

 

Any guidance from someone who has already handled this EWS retirement transition would be greatly appreciated.Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?image.pngimage.pngScreenshot 2026-09-28 110025.png

 

 

 

 

#Einstein Activity #Einstein Activities Capture #EAC #Salesforce Admin #Salesforce Developer

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2 Antworten
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Hi everyone,

I'm working on a Revenue Cloud implementation with two sandboxes (both refreshed from the same production org, at different times). In Sandbox A, activating an Order correctly creates Asset records from the OrderItems. In Sandbox B, the exact same flow (Quote → Contract → Order → Activate) leaves the Order in Status = 'Activated' with zero errors, but no Asset is ever created — and querying Asset in that sandbox returns 0 records, period, in its entire history.

What I've already ruled out (identical between both sandboxes):

  • RevenueManagementSettings, OrderSettings (all flags match, including enableEnhancedCommerceOrders=true, enableAutoAddDerivedAsset=true)
  • PermissionSetLicense for Revenue Cloud User / Fulfillment User / Billing / Business Rules Engine — all Active
  • Extended ContextDefinition mapping for Order/OrderItem vs Quote/QuoteLineItem — byte-for-byte identical counts
  • No custom Apex triggers or Flows on Order in either org — it's the pure standard "Activate" action
  • No AsyncApexJob/BackgroundOperation errors around the activation — nothing seems to even attempt the asset generation step
  • TransactionProcessingType: the broken sandbox had zero records while the working one had one marked default (Business Rules Engine). I created a matching record via Tooling API, but the issue persists.

Has anyone run into a case where Asset-Based Order Management (or whatever gates Order→Asset generation) is silently disabled at the org level in a way that doesn't show up in any Settings metadata, Tooling API object, or PermissionSetLicense? Is there a one-time, irreversible enablement step (like "Enable Contract, Asset, and Subscription Management") that a sandbox refresh could leave off even when everything else looks provisioned?

Any pointers on where else to look (or whether this needs a Support case) would be hugely appreciated — this is blocking QA testing for a client go-live. 

 

#Revenue Cloud #Salesforce #Salesforce Admin #Salesforce Revenue Cloud

2 Antworten
  1. Heute 02:08

    Check the Assetize Order Flow is activated or not, along that check any RLM errors in Revenue Transaction Error Logs object, check Assetize Order Permission Set assignment as well.

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Hi everyone,  

I gave my first Salesforce Certified Administrator on 9th march 2026,  but i was unable to clear it at that time now i want to retake the exam but now I do not have 100 $ to spend on the retake how can i get full waiver or how can I get 100 $ voucher/ 200 $ voucher (If i can give a new attempt) 

 

#Free Vouchers  #Trailhead Challenges  #Trailhead  #Salesforce Admin  #Salesforce Developer  #Agentforce  #TrailblazerCommunity

5 Antworten
  1. 27. Sept., 19:12

    Hi, join local groups they offer vouchers. Search for 100 days of trailhead challenge, join it and get a chance to win voucher.

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Hi Trailblazer Community!

I am actively preparing for my Salesforce Administrator certification with a 4-month goal to be exam-ready and open for opportunities.

I am building hands-on experience on Trailhead and setting up real-world scenarios in Developer Orgs. I'd love to connect with hiring managers, recruiters, or fellow admins to learn more about entry-level expectations in the market right now.

Feel free to connect or drop any recommended groups/events I should join! 

 

#Salesforce Admin  #Trailhead

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Good afternoon everyone, hope you're doing well.

 

I'm currently having trouble running Push and InApp tests in Marketing Cloud Next. Salesforce informed us that the contact needs to be mapped to the Contact Point App DMO.

We did the DMO mapping correctly, but even so, the users still aren't populating in our DMO, and we haven't received any of the test messages. Do you know if there is a mandatory field that needs to be filled out? Or if we might have missed a configuration step during the process?

 

Note: The goal is to successfully perform these send tests (push and in-app) in Marketing Cloud Next. If you have any real-world scenarios, documentation, or use cases to share, it would help us a lot. 

 

Thank you! 

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #TrailblazerCommunity  #Marketing Cloud  #Data360

1 Antwort
  1. 27. Sept., 13:04

    Hi Guilherme,

    If the Contact Point App DMO mapping is already configured, I’d check the data ingestion and identity resolution side next. Make sure the required contact/app identifiers are populated and that the contact is correctly unified with the Contact Point App record. 

     

    I’d also verify that the mobile app is properly configured for push notifications and that the test user/device is registered and associated with the expected contact. If the DMO is still not receiving records, checking the ingestion/mapping status and any Data Cloud processing errors should help identify where the data flow is stopping. 

     

    If you can share the DMO mapping, the fields you’re populating for the test contact, and any errors shown during ingestion or testing, it would be easier to pinpoint the missing configuration. 

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Hi everyone,

I need an architectural sanity check on a security requirement. I want to avoid hitting platform limits down the road and would appreciate some feedback on whether this can be safely achieved using Schedule-Triggered Flows or whether Scheduled Batch Apex would be required.

Context

  • We are changing the Organization-Wide Defaults (OWD) of the standard Quote object from Controlled by Parent to Private.
  • We receive an integration feed from an external system that creates or updates up to approximately 80 Quotes per Account per day. Quotes can also be created manually in Salesforce.
  • Quotes contain two custom Account lookups: Sold-To and Bill-To.
  • We have both Quotes with and without Opportunities.

Requirement

  • The Account Owner of the Sold-To Account and the Account Owner of the Bill-To Account must have Read-Only access to the related Quote.
  • When the Account Owner changes, access to the related Quotes must be updated accordingly, including removing the previous owner's access and granting access to the new owner.
  • The required access is managed through QuoteShare records with RowCause = Manual.

Architectural Question

Given the expected Quote volume and the need to automate the insertion and cleanup of QuoteShare records following Account ownership changes:

  • Is this approach feasible using a standard Schedule-Triggered Flow, or would Scheduled Batch Apex be required to ensure scalability and avoid governor limits?
  • What would be the cleanest architectural pattern for handling the cleanup and creation of Manual QuoteShare records when Account ownership changes?

Thanks for your guidance!

 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Flow  #Apex

3 Antworten
  1. Gestern 20:40

    @sakshi nagpal

    , would you still recommend using APEX instead flow if the volume of quotes is of up to 80 per day approx. in general and not per account?. 

    @Debarshi Bagchi, sorry if I ask you, I would appreciate any guidance in this sense,

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Account Engagement User Management Page Continuously Loading (Spinner) - Unable to Assign Administrator Access

 

Customer is unable to access

Account Engagement Settings → User Management → Users. The page remains stuck on a loading spinner and never loads, preventing user management and assignment of additional Administrator access.

Impact: Unable to view/manage users.

Request:

Please help on the continuous loading issue on the Users page and advise on any permission, configuration, or backend errors causing the behavior. Screenshot attached for reference. 

 

#Salesforce Developer  #Salesforce Admin  #Systems Administrator  #Advanced-Administrator  #Marketing Cloud  #Pardot B2b Marketing Automation

1 Antwort
  1. Gestern 15:22

    Hi @Akhilesh Prajapati

    This is Account Engagement (Pardot) territory. The infinite spinner on 

    Account Engagement Settings → User Management → Users is a known symptom pattern, almost always tracing back to the Salesforce↔Pardot connector/session layer rather than an actual "Users" bug. I checked the linked community thread it has 0 replies, so no prior resolution to build on there.

    Here's the diagnostic order I'd work through, most-likely-cause first:

    1. Check Connector authentication statusGo to Account Engagement Settings → Connectors and check the Salesforce connector's status. If it shows an auth error (commonly surfaces as Pardot API Error 184 authentication failure), that alone is enough to hang User Management, since that page pulls live data through the connector session. Reauthenticate the connector user if it's broken.
    2. Confirm the connector user still has correct accessThe user account the Salesforce Pardot connector runs as needs an active Salesforce license, System Administrator (or equivalent) profile, and the Account Engagement Administrator role in Pardot. If that user was deactivated, had their profile changed, or lost the Pardot role assignment, the connector silently fails and pages like this spin forever instead of erroring cleanly.
    3. Rule out browser-side blocking (very common cause)Account Engagement Settings loads inside a Salesforce Canvas app (an iframe calling out to Pardot's API). Third party cookie blocking (Safari/Chrome privacy settings), ad blockers, or browser extensions frequently break this silently. Test in an incognito/private window with extensions disabled, and try a different browser entirely before assuming it's a config issue.
    4. Check Session Settings for Clickjack Protection / IP restrictionsIn Salesforce Setup → Session Settings, aggressive Clickjack Protection settings or 'Lock sessions to the IP address from which they originated' can block the Canvas iframe from completing its callout. Also check Login IP Ranges on the connector user's profile if Pardot's servers aren't whitelisted, the callout can hang rather than fail visibly.
    5. Check for multiple Business UnitsIf this org has more than one Account Engagement Business Unit, User Management can hang if the specific Business Unit context is ambiguous or misconfigured for the logged-in user. Confirm which Business Unit the affected admin is scoped to, and that their Salesforce profile maps correctly to it under Business Unit Setup.
    6. Escalate to Salesforce Support with the network traceIf all of the above check out, open a case with Salesforce Support (this is a Pardot/Account Engagement product issue, not something fixable via Apex/Flow/config alone). Capture a browser dev-tools Network tab trace of the failed page load first the failing XHR call to Pardot's API will usually show the real error code even though the UI just shows a spinner.

    Quickest first move: step 1 (Connectors auth status) and step 3 (incognito/different browser) these two catch the majority of real-world cases of this exact symptom. If the connector shows green/authenticated and it still hangs in a clean browser, jump to step 4 (Session Settings) before assuming it needs a Support case.

     

    I hope you find the above information helpful. If it does, Please mark it as Best Answer to help others too.

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